EXCLUSIVE: WiseWhite & Sons – E2open deal, Schenker rollout, pipeline & debt
Big is beautiful, ‘the deal of a lifetime’
It’s always a privilege to share views with the top brass of Australia’s WiseTech Global (WTC), even more so today after the disclosure of fiscal 2024 results to the end of June that drove up the stock to a new intra-day record of A$114.99 – before closing slightly lower, nonetheless up a whopping +18.4% for the day at A$111.7*.
(*Just in case you thought it was expensive ahead of the numbers in the mid-A$90s)
That gives the “operating system for global logistics” ...
European importers face backlogs as rail delays exacerbate port congestion
Global shipping to shift as Europe and southeast Asia fill US gap in China trade
MSC joins lines cutting transpac services – but it's not enough to halt rate slide
Wednesday still 'Tariff Day' – even if Trump changes his mind again
Transpacific drop illustrates shifting global container trade patterns
Hamburg gives go-ahead for Eurogate terminal expansion
Gemini to reintroduce direct Asia-Europe calls at Aarhus and Gothenburg
'Stable' Asia-Europe rates 'very different' to double-digit declines on transpacific
Comment on this article
Neil [email protected]
August 21, 2024 at 2:14 pmExcellent analysis as always, Alessandro!
Alessandro Pasetti
August 21, 2024 at 2:15 pmThanks a lot, Neil! That’s very much appreciated!